VANGUARD SPECIALIZED FUNDS's ticker is VIG and the CUSIP is 921908844. A total of 1,391 filers reported holding VANGUARD SPECIALIZED FUNDS in Q4 2020. The put-call ratio across all filers is 2.16 and the average weighting 1.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $717,856 | -4.3% | 4,620 | 0.0% | 0.20% | -3.3% |
| Q2 2023 | $750,427 | +5.6% | 4,620 | +0.1% | 0.21% | +1.0% |
| Q1 2023 | $710,756 | +1.4% | 4,615 | 0.0% | 0.21% | -7.2% |
| Q4 2022 | $700,788 | +12.3% | 4,615 | 0.0% | 0.22% | -11.2% |
| Q3 2022 | $624,000 | -5.7% | 4,615 | 0.0% | 0.25% | -0.8% |
| Q2 2022 | $662,000 | -11.5% | 4,615 | 0.0% | 0.25% | +11.5% |
| Q1 2022 | $748,000 | -5.7% | 4,615 | 0.0% | 0.23% | +2.3% |
| Q4 2021 | $793,000 | +11.8% | 4,615 | 0.0% | 0.22% | +3.3% |
| Q3 2021 | $709,000 | -0.7% | 4,615 | 0.0% | 0.22% | +1.9% |
| Q2 2021 | $714,000 | +5.2% | 4,615 | 0.0% | 0.21% | -5.4% |
| Q1 2021 | $679,000 | +4.3% | 4,615 | 0.0% | 0.22% | -13.2% |
| Q4 2020 | $651,000 | +12.0% | 4,615 | +2.2% | 0.26% | -8.5% |
| Q3 2020 | $581,000 | +9.8% | 4,515 | 0.0% | 0.28% | +0.7% |
| Q2 2020 | $529,000 | +27.5% | 4,515 | +12.5% | 0.28% | -6.4% |
| Q1 2020 | $415,000 | -17.7% | 4,015 | 0.0% | 0.30% | +3.8% |
| Q4 2019 | $504,000 | +5.0% | 4,015 | 0.0% | 0.29% | -4.7% |
| Q3 2019 | $480,000 | +3.9% | 4,015 | 0.0% | 0.30% | +1.7% |
| Q2 2019 | $462,000 | +4.8% | 4,015 | -0.2% | 0.30% | +1.7% |
| Q1 2019 | $441,000 | – | 4,024 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Hubbell Strickland Wealth Management, LLC | 356,040 | $55,296,939 | 33.12% |
| Mosaic Advisors LLC | 217,683 | $33,823,613 | 30.96% |
| 360 Financial, Inc. | 302,289 | $46,824,505 | 29.13% |
| DAN L DUNCAN FOUNDATION | 105,146 | $16,337,585 | 27.25% |
| Family Investment Center, Inc. | 259,500 | $40,321,083 | 24.35% |
| Mercer Investments LLC | 92,891 | $14,433,404 | 23.09% |
| Valence8 US LP | 215,549 | $33,492,004 | 21.19% |
| EWA, LLC | 163,318 | $25,952,926 | 16.82% |
| McCarthy Asset Management, Inc. | 133,487 | $20,741,161 | 15.22% |
| FIDELIS iM, LLC | 161,469 | $25,089 | 14.70% |